My CSV will not upload

Hi there, ctorquato19.

I'm here to ensure you can import your transactions into QuickBooks Self-Employed (QBSE).

Are you getting any error messages? Make sure the data is in the correct format before you upload it. You can upload CSVs using either the 3-column or 4-column format. The 3-column format has Date, Description, and Amount columns.

The 4-column format has Date, Description, Credit, and Debit columns.

Please take note that CSV files for credit card accounts may display transactions in reverse. For example, deposits may appear as negative amounts because paying your credit card reduces your balance. 

Moreover, if you see an error message when you upload, do the following:

• Remove any zeros (0) from the file. Leave those cells blank.
• Correct any transactions that display numbers in the Description column.
• Remove the word "amount" if it appears in the Credit or Debit column header. They should only read "Credit" and "Debit" without the word "amount."
• Make sure the dates are in one format. We recommend you use: dd/mm/yyyy.
• Mac users must save the file as a Windows CSV file.
• Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns:
  1. Open the CSV in Microsoft Excel.
  2. Highlight the column that contains the date.
  3. Go to Data then select Text to Columns.
  4. Follow the onscreen steps and select the following:
     • Original data type: Delimited
     • Delimiters: Space
     • Column data format: General

When your file is formatted correctly, upload them into QBSE. Then, ensure to match the columns on the file with the correct fields in QuickBooks. Finally, review and categorize your transactions to put them on the correct line of your Schedule C.

Visit us again if you need further help working with banking feeds. We'd be happy to lend a hand.